RiverGlades Family Offices’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

RiverGlades Family Offices’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.56M	Buy	16,104 +185	+1%	+$27.5K	1.17%	20
2026 Q1	$2.33M	Buy	+15,919	New	+$2.46M	1.37%	16
2025 Q3	$2.25M	Sell	16,181 -635	-4%	-$85.9K	1.38%	18
2025 Q2	$2.27M	Hold	16,816	–	–	1.49%	16
2025 Q1	$2.46M	Sell	16,816 -500	-3%	-$72.6K	1.77%	14
2024 Q4	$2.38M	Buy	17,316 +730	+4%	+$107K	1.7%	14
2024 Q3	$2.55M	Buy	16,586 +615	+4%	+$93.2K	1.83%	12
2024 Q2	$2.33M	Hold	15,971	–	–	1.81%	11
2024 Q1	$2.29M	Sell	15,971 -231	-1%	-$33.1K	1.82%	13
2023 Q4	$2.34M	Sell	16,202 -342	-2%	-$44.5K	1.89%	12
2023 Q3	$2.13M	Buy	16,544 +323	+2%	+$42.9K	1.87%	15
2023 Q2	$2.15M	Sell	16,221 -310	-2%	-$40.9K	1.92%	12
2023 Q1	$2.14M	Sell	16,531 -610	-4%	-$79.7K	1.97%	11
2022 Q4	$2.33M	Buy	+17,141	New	+$2.27M	2.14%	12
2022 Q2	$2.07M	Sell	16,161 -347	-2%	-$45.5K	1.92%	14
2022 Q1	$2.26M	Buy	16,508 +15	+0.1%	+$1.99K	1.71%	15
2021 Q4	$2.32M	Buy	16,493 +306	+2%	+$40.6K	1.68%	13
2021 Q3	$2.06M	Sell	16,187 -30	-0.2%	-$3.96K	1.61%	15
2021 Q2	$2.04M	Sell	16,217 -130	-0.8%	-$15.9K	1.58%	15
2021 Q1	$1.91M	Sell	16,347 -857	-5%	-$98.9K	1.55%	15
2020 Q4	$1.95M	Sell	17,204 -26	-0.2%	-$2.84K	1.66%	14
2020 Q3	$1.82M	Buy	17,230 +75	+0.4%	+$7.89K	1.74%	15
2020 Q2	$1.72M	Buy	17,155 +515	+3%	+$50.8K	1.76%	15
2020 Q1	$1.47M	Buy	16,640 +265	+2%	+$25.7K	1.57%	17
2019 Q4	$1.67M	Sell	16,375 -210	-1%	-$20.2K	1.44%	21
2019 Q3	$1.5M	Sell	16,585 -585	-3%	-$53.4K	1.34%	22
2019 Q2	$1.59M	Sell	17,170 -385	-2%	-$34.6K	1.42%	21
2019 Q1	$1.61M	Buy	+17,555	New	+$1.58M	1.46%	21
2018 Q4	–	Sell	-17,925	Closed	-$1.71M	–	86
2018 Q3	$1.71M	Sell	17,925 -795	-4%	-$71.8K	1.45%	19
2018 Q2	$1.56M	Sell	18,720 -650	-3%	-$53.9K	1.36%	20
2018 Q1	$1.58M	Sell	19,370 -1,105	-5%	-$94.1K	1.26%	20
2017 Q4	$1.69M	Buy	+20,475	New	+$1.69M	1.39%	19

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RiverGlades Family Offices's XLV Position: Q2 2026 in Review

RiverGlades Family Offices increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.2% in Q2 2026, buying an estimated $27.5K and bringing the position to 16,104 shares worth $2.56M. The position accounts for 1.17% of the portfolio, ranked #20.

RiverGlades Family Offices first reported a position in XLV in Q4 2017 and has held it in 32 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

RiverGlades Family Offices held 16,104 shares of State Street Health Care Select Sector SPDR ETF worth $2.56M as of Q2 2026.
RiverGlades Family Offices bought 185 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $27.5K.
State Street Health Care Select Sector SPDR ETF made up 1.17% of RiverGlades Family Offices's portfolio in Q2 2026, its #20 holding.
RiverGlades Family Offices first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.